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Schneider Downs Wealth Management Advisors’s iShares US Energy ETF IYE Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,962
Closed -$540K – 149
2025
Q1 		$540K Hold
10,962
– – 0.1% 81
2024
Q4 		$500K Buy
+10,962
New +$500K 0.09% 86